Ridgewood Investments’s AES AES Stock Holding History

Ridgewood Investments’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$955K	Buy	+67,768	New	+$1.01M	0.39%	81
2025 Q3	$1.03M	Sell	78,343 -500	-0.6%	-$6.49K	0.44%	72
2025 Q2	$829K	Buy	+78,843	New	+$844K	0.36%	77
2025 Q1	–	Sell	-14	Closed	-$180	–	677
2024 Q4	$180	Hold	14	–	–	﹤0.01%	700
2024 Q3	$281	Hold	14	–	–	﹤0.01%	706
2024 Q2	$246	Buy	+14	New	+$266	﹤0.01%	750
2023 Q3	–	Sell	-14	Closed	-$290	–	194
2023 Q2	$290	Hold	14	–	–	﹤0.01%	798
2023 Q1	$337	Buy	+14	New	+$356	﹤0.01%	785

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Ridgewood Investments's AES Position: Q1 2026 in Review

Ridgewood Investments opened a new position in AES (AES) in Q1 2026: 67,768 shares worth $955K. The stake represents 0.39% of the portfolio and ranks #81 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in AES as recently as Q3 2025.

Ridgewood Investments first reported a position in AES in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Ridgewood Investments held 67,768 shares of AES worth $955K as of Q1 2026.
AES was a new Ridgewood Investments position in Q1 2026.
AES made up 0.39% of Ridgewood Investments's portfolio in Q1 2026, its #81 holding.
Ridgewood Investments first reported a position in AES in Q1 2023 and has held it in 8 quarters since.
Ridgewood Investments's AES position peaked at $1.03M in Q3 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.